See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,681 | $72,404-13.4% | $110,238-43.1% | $64,186-2.3% |
| Participation rate | 69.5% | 73.3%-3.8pp | 79.8%-10.3pp | 69.6%-0.1pp |
| Annual return | -7.90% | -6.29%-1.6pp | 314.74%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,483 | $2,282-35.0% | $3,826-61.3% | $2,381-37.7% |
| Participant deferral / active EE | $5,218 | $3,469+50.4% | $4,672+11.7% | $3,470+50.4% |
| Admin fee / account holder | $8,882 | $5,664+56.8% | $8,547+3.9% | $4,888+81.7% |